Capstone Investment Advisors
SMAR

Capstone Investment Advisors’s Smartsheet Inc. SMAR Stock Holding History

Capstone Investment Advisors’s Portfolio SMAR Stock Details SMAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-39,270
Closed -$1.51M – 2558
2024
Q1 		$1.51M Buy
+39,270
New +$1.71M 0.01% 916

Other funds holding SMAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VEPM
Vista Equity Partners Management San Francisco, California $42.7M AUM 16.65% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
NPCM
North Peak Capital Management New York $601M AUM 0.2% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.57B AUM 3.13% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Capstone Investment Advisors's SMAR Position: Q2 2024 in Review

Capstone Investment Advisors sold out of Smartsheet Inc. (SMAR) in Q2 2024, closing a stake of 39,270 shares — an estimated $1.51M sold.

Capstone Investment Advisors first reported a position in SMAR in Q1 2024 and held it in 1 quarter. The position peaked at $1.51M in Q1 2024. 395 funds tracked by Wall St. Rank hold SMAR as of Q2 2024.

  • Capstone Investment Advisors reported no remaining Smartsheet Inc. position as of Q2 2024 after selling out during the quarter.
  • Capstone Investment Advisors sold 39,270 Smartsheet Inc. shares in Q2 2024, an estimated $1.51M.
  • Capstone Investment Advisors first reported a position in Smartsheet Inc. in Q1 2024 and held it in 1 quarter.
  • Capstone Investment Advisors's Smartsheet Inc. position peaked at $1.51M in Q1 2024.
  • 395 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q2 2024.

Based on Capstone Investment Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.